Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,094 | $51,604+92.0% | $129,295-23.4% | $80,874+22.5% |
| Participation rate | 71.4% | 57.0%+14.5pp | 69.6%+1.8pp | 67.6%+3.8pp |
| Annual return | 11.65% | 20.76%-9.1pp | 9429.28%-9417.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,942 | $1,585+22.5% | $4,157-53.3% | $2,756-29.5% |
| Participant deferral / active EE | $6,457 | $2,670+141.8% | $4,169+54.9% | $4,297+50.3% |
| Admin fee / account holder | $4,226 | $4,310-1.9% | $7,665-44.9% | $6,935-39.1% |